ARGENTA WEALTH MANAGEMENT

Overview

Argenta Wealth Management is a fee‑based advisory firm that serves individual and family clients with a focus on portfolio management and insurance brokerage. The firm operates as a capital allocator, building client portfolios primarily from public funds and mutual funds while also selecting outside managers when appropriate. Its advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and the selection of other advisers, which signals a willingness to combine in‑house management with third‑party manager relationships. Investment activity centers on liquid, pooled vehicles rather than a concentrated direct equity approach. The firm does not position itself as an active ESG investor. Compensation is driven by a percentage‑of‑AUM fee model and the firm also offers insurance solutions and annuity access as part of its client service mix.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices